HSBC Equity Savings Fund Growth

Hybrid
Equity Savings
Moderate Risk
13.40%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Dec 2024₹33.34
Min. SIP amountNot Supported
Rating5
Fund size₹477.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.5%13.4%13.4%9.6%
Category average13.3%9.0%9.7%NA
Rank with in category111NA
Understand terms

Peer Comparison

Hybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
5
23.5%13.4%477.96
5
16.3%12.0%7,643.87
4
13.6%10.3%5,410.46
4
14.1%9.4%508.67
4
9.7%8.6%12,168.01

Holdings (113)

NameSectorInstrumentAssets
FinancialEquity4.46%
Capital GoodsEquity4.07%
FinancialEquity3.64%
ServicesEquity3.12%
FinancialEquity2.95%
ServicesEquity2.86%
SovereignGOI Sec2.85%
GOI
SovereignGOI Sec2.84%
EnergyEquity2.78%
GOI
SovereignGOI Sec2.76%
FinancialEquity2.70%
Capital GoodsEquity2.57%
HDFC Bank Ltd.
FinancialCD2.57%
Capital GoodsEquity2.44%
FinancialEquity2.42%
Capital GoodsEquity2.36%
Metals & MiningEquity2.32%
FinancialBonds2.05%
REC Ltd.
FinancialDebenture1.91%
FinancialDebenture1.89%
SovereignGOI Sec1.89%
ConstructionEquity1.88%
Capital GoodsEquity1.88%
GOI
SovereignGOI Sec1.86%
HealthcareEquity1.68%
ServicesEquity1.49%
FinancialEquity1.49%
Capital GoodsEquity1.37%
FinancialEquity1.36%
Capital GoodsEquity1.32%
Consumer DiscretionaryEquity1.23%
Capital GoodsEquity1.22%
Capital GoodsEquity1.12%
ServicesEquity1.09%
Capital GoodsEquity1.01%
GOI
SovereignGOI Sec0.97%
Capital GoodsEquity0.95%
GOI
SovereignGOI Sec0.93%
Consumer DiscretionaryEquity0.91%
ICICI Bank Ltd.
FinancialMoney Mkt0.89%
Capital GoodsEquity0.87%
Axis Bank Ltd.
FinancialCD0.85%
HealthcareEquity0.85%
ConstructionEquity0.83%
ServicesEquity0.81%
FinancialEquity0.81%
SovereignGOI Sec0.74%
ConstructionEquity0.65%
Capital GoodsEquity0.60%
ServicesEquity0.58%
Capital GoodsEquity0.57%
FinancialEquity0.57%
EnergyEquity0.56%
ServicesEquity0.54%
Capital GoodsEquity0.53%
ConstructionEquity0.52%
Capital GoodsEquity0.52%
FinancialEquity0.49%
FinancialEquity0.46%
Capital GoodsEquity0.43%
EnergyEquity0.42%
Capital GoodsEquity0.38%
TechnologyEquity0.31%
FinancialEquity0.26%
TechnologyEquity0.23%
FinancialEquity0.22%
HealthcareEquity0.21%
FinancialEquity0.19%
ServicesEquity0.13%
HealthcareEquity0.06%
AutomobileEquity0.05%
ServicesEquity0.05%
TechnologyEquity0.04%
HealthcareEquity0.03%
ConstructionPPE0.03%
FinancialEquity0.02%
InsuranceEquity0.02%
Consumer StaplesEquity0.02%
ConstructionEquity0.01%
ConstructionEquity0.01%
Ambuja Cements Ltd.
ConstructionFutures-0.01%
United Spirits Ltd.
Consumer StaplesFutures-0.02%
ICICI Prudential Life Insurance Company Ltd.
InsuranceFutures-0.02%
Infosys Ltd.
TechnologyFutures-0.03%
Aurobindo Pharma Ltd.
HealthcareFutures-0.03%
Maruti Suzuki India Ltd.
AutomobileFutures-0.05%
Dixon Technologies (India) Ltd.
Capital GoodsFutures-0.05%
Abbott India Ltd.
HealthcareFutures-0.06%
Muthoot Finance Ltd.
FinancialFutures-0.19%
Divi's Laboratories Ltd.
HealthcareFutures-0.22%
The Federal Bank Ltd.
FinancialFutures-0.22%
Wipro Ltd.
TechnologyFutures-0.23%
Bandhan Bank Ltd.
FinancialFutures-0.26%
Tata Power Company Ltd.
EnergyFutures-0.43%
Bajaj Finance Ltd.
FinancialFutures-0.46%
Manappuram Finance Ltd.
FinancialFutures-0.49%
Container Corporation Of India Ltd.
ServicesFutures-0.54%
Hindustan Petroleum Corporation Ltd.
EnergyFutures-0.57%
Aditya Birla Fashion and Retail Ltd.
ServicesFutures-0.59%
Torrent Pharmaceuticals Ltd.
HealthcareFutures-0.85%
Havells India Ltd.
Capital GoodsFutures-1.13%
LIC Housing Finance Ltd.
FinancialFutures-1.37%
Polycab India Ltd.
Capital GoodsFutures-1.38%
Kotak Mahindra Bank Ltd.
FinancialFutures-1.50%
Indian Energy Exchange Ltd.
ServicesFutures-1.50%
Dr. Reddy's Laboratories Ltd.
HealthcareFutures-1.70%
Steel Authority Of India Ltd.
Metals & MiningFutures-2.34%
Indusind Bank Ltd.
FinancialFutures-2.44%
Canara Bank
FinancialFutures-2.72%
Reliance Industries Ltd.
EnergyFutures-2.79%
State Bank of India
FinancialFutures-2.97%
City Union Bank Ltd.
FinancialFutures-3.66%
HDFC Bank Ltd.
FinancialFutures-4.49%
See All

Expense ratio, exit load and tax

Expense ratio: 1.51%

Inclusive of GST

Exit load

Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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